It is our goal to provide our clients with the quality services, customised to their specific needs and circumstances. In order to do so, it is important that you let us know about you, your needs and your goals. It is only through the analysis of this information that we are able to identify your needs and provide you with the solutions that are right for you. It also places us in a better position to make the recommendations that are relevant to you.
We acknowledge the importance of protecting your privacy along with your information and accept our obligation to assure the security and confidentiality of the information that you provide to us.
To secure your trust, which is the basis of the long-term relationship we are seeking to build with all of our clients, we are committed to protect your information under the principles and guidelines described in this section. We will continue to secure the confidentiality of your information, by offering you the protection of this policy, even in the event that you cease to be our customer.
Collection, Use and Employee Access
We collect only relevant information, required or allowed by law and necessary to conduct our business. As part of this process, we gather non-public personal information from the following sources:
- Information we receive from you on your application(s) and other company-owned forms (i.e. name, address, identity card number, asset and income)
- Information resulting from and about your transactions which we manage on your behalf us (i.e. purchase/renewal of insurance, assets etc…).
The information that we collect is strictly used for purposes related to your relationship with Lashley Financial. Our employee’s access to your records is controlled and allowed only for business reasons.
Protection and safety of the information
We retain control over the confidentiality of your information.
We maintain physical, electronic and procedural safeguards to protect your information.
In addition we have adopted and implemented safety and security practices to ensure that your information remains confidential.
We have also adopted and implemented disciplinary procedures to deal with employees in breach of their duty to protect the security and confidentiality of your records.
Sharing the Information
While conducting our business, we may with your consent, share your information in the provision of the services you require from us. However, we will only share information where this is relevant to the relationship you have with us and never for use by third parties to solicit business from you.
We will not disclose specific financial information or other personal information except as permitted by law.
Therefore, we will share your information only if:
- You consent to it
- We are required to do so by law
- The disclosure is necessary to protect the interests of the Company
- The disclosure is necessary to protect the interest of the public
Please contact us for more information about this and other Lashley Financial policies.